Investing in marinas | The rising tide of alternative real estate
Marinas are a specialised alternative real estate asset providing a critical function within Australia’s recreational boating industry. Underpinned by positive sector fundamentals, marinas are a defensive investment generating operating cashflows that provide protection from inflation risk and the potential to deliver attractive long-term risk adjusted returns.
Broadening the horizon | The case for alternative real estate
In his latest insight, Fund Manager Daniel Hargraves explains what makes alternative real estate ‘alternative’, the advantages of these operational assets, and the key factors driving rising investor demand.
Ausbiz interview: A new environment calls for a different asset allocation mindset
In an interview with AusBiz’s Kyle Rodda, our Head of Real Estate Credit, Drew Bowie, provides an introduction to the asset class and its advantages in a rising interest rate environment.
Real Estate Credit | Investment Series
Through a series of three insight pieces, our Head of Real Estate Credit, Drew Bowie, provides an introduction to real estate credit, exploring its fundamental attributes and advantages.
Avoiding the pitfalls | Choosing a real estate credit manager
As in all investment decisions, the experience and track record of the asset manager is an important factor. So, what are the key questions investors should ask when considering investing in real estate credit?
Mortgage security | The bedrock of real estate credit
The cyclical and structural case for investing in the private market alternative of real estate credit is strong. As part of a diversified portfolio, it can offer a reliable and inflation-adjusted income return.
Equally important is the defensive strength and clear line of sight for downside capital protection provided by the security attached to its underlying investment – the first ranking mortgage.
Interest rising | The case for real estate credit
Defensive in nature with a relatively attractive, resilient return profile, by design real estate credit can be shielded from the inflation challenges ahead. It can be an attractive through-the-cycle option for investors now both cyclically and structurally.
Spirited performance to continue over the summer ahead
As higher inflation and interest rates place pressure on household budgets, where are Australians prioritising spending?
In his latest insight, Hospitality Fund Manager, Daniel Hargraves explains why we believe despite these headwinds the renewed focus on social connection and community and the simplicity of the local hotel (pub) as a reliable, relatively low-cost, quality form of entertainment offers a viable option for the summer ahead – as it has done for over 100 years.
(Total) return of the office
As the world transitions to a higher inflation/lower growth environment and new interest rate regime, the chaos in the bond market reminds investors of the role the commercial office sector has the potential to play as a ballast for reliable income yield.
Ausbiz interview: Real estate not immune to macro challenges
Our property expert, Matthew Lane, recently spoke with Kyle Rodda from Ausbiz to discuss the trends he’s currently seeing in the space and explain why he thinks returns through the next cycle are likely to become more disparate by sector and quality of asset.
A resilient, income-yielding property play largely untroubled by house price falls
In an interview with Livewire, the outlook for residential property and the case for investing in real estate credit is discussed.
Ausbiz interview: Residential Real Estate Market
A hard landing or soft landing? Given the rapid change in interest rates, many commentators are predicting a hard landing in residential real estate markets. How far will prices fall and should homeowners be concerned?